Think Ahead
Think Ahead
Investment Advice
Investment Advice
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What Our Clients Say
What Our Clients Say
My relationship with Lester commenced in 2006 when I consulted with him on how to reduce Inheritance Tax on my Estate. The initial phase of advice concluded about 6 months later and I then asked Lester to look at my investment portfolio and make some recommendations. Since then we have met regularly and our relationship has deepened.
G.D. - Hertfordshire
Lester has looked after the financial affairs of my father since 2004. When in 2018, I needed advice on a whole range of matters including consolidating various pension investments, I could think of no one better to trust than Lester.
P.D. - Surrey
Your straightforward approach gives me confidence you will be on my side when making recommendations to me.
J.B. - Hampshire
Having advised me for years prior, Lester guided me on how I should request my employer to finance my retirement and in the process helped save me in excess of £20,000 in needless tax.
J.D. - Oxfordshire
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